Client Success Advisor
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AI Summary
At Farmers Mutual Hail (FMH), our mission is simple: protect the livelihoods and legacies of America’s farmers through the complete farm insurance solutions we offer. As America’s Crop Insurance Company™, we’re headquartered in the U.S. and have been owned by the farmers we insure for over 125 years.
As a licensed or license-track insurance professional, supports an assigned book of business and delivers timely, accurate, and consultative service to clients. This individual evaluates client requests, gathers underwriting information, prepares quotes and proposals, recommends appropriate coverage solutions under guidance, and works with carriers, underwriters, producers, and internal team members to support new business, renewals, endorsements, certificates, claims coordination, and account retention.
RESPONSIBILITIES:
- Manages day-to-day service activity for assigned accounts, including client inquiries, policy changes, certificates, billing matters, claims coordination, audits, inspections, cancellations, reinstatements, and related service needs.
- Serves as a licensed client contact by listening to client needs, gathering exposure information, identifying service issues, and recommending appropriate next steps within established agency standards.
- Prepares new business, renewal, endorsement, and account-rounding quotes using carrier portals, broker partners, and agency systems.
- Assists in preparing proposals, coverage summaries, premium comparisons, applications, binders, and other client-facing materials.
- Reviews policies, endorsements, binders, invoices, certificates, applications, and related documents for accuracy and consistency with client instructions.
- Communicates with underwriters and carrier partners to obtain quotes, clarify underwriting requirements, resolve eligibility questions, and secure approvals when needed.
- Supports producers and senior advisors in the new business and renewal process, including submission preparation, remarketing support, proposal development, and follow-up.
- Identifies potential coverage gaps, cross-sell opportunities, and account-rounding opportunities and elevate recommendations to the appropriate producer or senior advisor.
EDUCATION AND/OR EXPERIENCE:
Associates or Bachelor’s degree in Risk Management, Business, Agriculture, or related field is preferred (high school diploma required), along with three or more years of insurance agency, carrier, customer success, account management or related client service experience; or equivalent combination of education and/or experience. Proficient with Microsoft Office programs especially Outlook, Excel, and Word. Experience with agency management systems, specifically Applied Epic, is highly desired. Requires sound judgment, urgency, attention to detail, and the ability to apply insurance knowledge to client-specific situations.
OTHER QUALIFICATIONS:
- Must obtain Property and Casualty insurance license during first year in position; active license preferred at hire.
- Crop Insurance license may become required based upon assigned book of business.
- Life and Health and/or Excess and Surplus licenses are a plus.
This position is not eligible for sponsorship for work authorization by Farmers Mutual Hail Insurance Company of Iowa. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.
Farmers Mutual Hail Insurance Company does not discriminate in employment (EOE). All qualified applicants are encouraged to apply. #LI-DNI
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